Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: StockHawk who wrote (26763)	6/24/2000 3:12:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Decision process.... a good decision process may end up yielding poor results. Thank you for that reminder from TFM. Much obliged. I agree, but it's hard to ignore the seller's remorse. <g> I've heard that Dragon system has trouble with Boston accents. Nice try on that one; but actually, I have an L.A. accent, transplanted to New England. <g> But actually, you're close to the truth. Even though it was ~ 90% accurate, if one doesn't perfectly enunciate, then it misreads your words. So, processor speed, memory, enunciation, accents, strange words, etc. are all impediments. The training time last year was wayyyy too much relative to the cost of the software, the time a professional might have to devote. Apollo

To: StockHawk who wrote (26763)	6/24/2000 11:15:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

RMBS <<I have no regrets, because I followed a good process, and that process led me to pass on investing in RMBS. As to whether RMBS should be bought now, we should again follow a good process and see where it leads us.>> As usual, Plutus, you make excellent sense (well, that is, I agree with you). Now on to the current questions, which seem to me to be three: First, are the recent settlements the harbinger of more to come, and do they represent the formation of a powerful value chain? The answer here seems to be "probably," but we need to follow this carefully. Second, how much revenue is Rambus likely to receive in years to come, from what, and given that is it over, under, or fairly valued right now? There seem to be real differences of opinion here, and we need some serious working over of the figures involved before a consensus can be reached. Third, there seems to be this annoying issue of the warrants, which casts doubt on why the settlements were reached and thus whether they really represent a coalescing of the trend around the adoption of Rambus technology. For those who aren't familiar with the question, see these summaries: tomshardware.com Message 13939631 Bulls, I realize that Tom's Hardware may not be trustworthy regarding the technical specs stuff, but this is a separate point, so merely defaming the messenger is not a valid response. The point is not whether the warrant ploy is ethical or not, but whether it is masking a very different reality regarding the technology adoption question. all help from knowledgeable people in answering these questions is much appreciated. tekboy/Ares@uncommitted.com